Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 KBWP 7.86%
2 GBDV 4.84%
3 NLSI 4.55%
4 NEWZ 4.28%
5 FMCE 4.24%
6 GQGU 4.17%
7 UTRN 4.05%
8 PFI 4.03%
9 HDV 3.85%
10 SSPX 3.44%
11 BELT 3.24%
12 BOUT 3.21%
13 USCF 3.20%
14 BWTG 3.20%
15 GFGF 3.01%
16 INNO 2.82%
17 MFSV 2.76%
18 ABIG 2.61%
19 BIBL 2.61%
20 SOVF 2.59%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 55.26M (9.49%) 593.61K
Increased by +1.07%
Dec 31, 25
2 BlackRock Inc 52.32M (8.99%) 229.53K
Increased by +0.44%
Mar 31, 26
3 Vanguard Capital Management, LLC 38.10M (6.55%) 38.10M
Increased by +100.00%
Mar 31, 26
4 State Street Corp 25.87M (4.44%) 55.02K
Increased by +0.21%
Mar 31, 26
5 State Street Corporation 24.41M (4.19%) -40.21K
Decreased by -0.16%
Mar 31, 24
6 Capital Research Global Investors 22.57M (3.88%) 11.43M
Increased by +50.63%
Mar 31, 26
7 Geode Capital Management, LLC 16.26M (2.79%) 644.26K
Increased by +3.96%
Mar 31, 26
8 Capital World Investors 14.17M (2.43%) 4.65M
Increased by +32.81%
Mar 31, 26
9 Bank of America Corp 12.87M (2.21%) -522.80K
Decreased by -4.06%
Mar 31, 26
10 JPMorgan Chase & Co 12.13M (2.08%) -3.38M
Decreased by -27.91%
Mar 31, 26
11 Massachusetts Financial Services Company 12.10M (2.08%) -680.01K
Decreased by -5.62%
Mar 31, 26
12 Vanguard Portfolio Management, LLC 11.70M (2.01%) 11.70M
Increased by +100.00%
Mar 31, 26
13 AllianceBernstein L.P. 10.17M (1.75%) -214.93K
Decreased by -2.11%
Mar 31, 26
14 GQG Partners LLC 9.14M (1.57%) -1.29M
Decreased by -14.15%
Mar 31, 26
15 Goldman Sachs Group Inc 9.10M (1.56%) 5.71M
Increased by +62.76%
Dec 31, 23
16 Morgan Stanley - Brokerage Accounts 8.85M (1.52%) -639.98K
Decreased by -7.23%
Mar 31, 26
17 Capital Research & Mgmt Co - Division 3 8.82M (1.52%) -6.10M
Decreased by -69.15%
Mar 31, 26
18 NORGES BANK 8.06M (1.39%) -19.72K
Decreased by -0.24%
Dec 31, 25
19 FMR Inc 7.83M (1.34%) 923.03K
Increased by +11.79%
Mar 31, 26
20 Wellington Management Company LLP 6.48M (1.11%) -27.31K
Decreased by -0.42%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 18.68M (3.21%) 63.43K
Increased by +0.34%
Apr 30, 26
2 Vanguard US Total Market Shares ETF 18.55M (3.19%) 5.71K
Increased by +0.03%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 16.66M (2.86%) 116.35K
Increased by +0.70%
May 31, 25
4 Vanguard 500 Index Investor 15.20M (2.61%) 273.13K
Increased by +1.80%
Apr 30, 26
5 iShares Core S&P 500 ETF 7.72M (1.33%) 23.60K
Increased by +0.31%
May 29, 26
6 MFS Large Cap Value Equity 7.65M (1.31%) -570.23K
Decreased by -7.45%
Mar 31, 26
7 MFS Value A 7.52M (1.29%) -133.39K
Decreased by -1.77%
Apr 30, 26
8 Fidelity 500 Index 7.51M (1.29%) 25.83K
Increased by +0.34%
Apr 30, 26
9 SPDR® S&P 500 ETF 7.29M (1.25%) -106.64K
Decreased by -1.46%
Mar 31, 25
10 SPDR® S&P 500® ETF Trust 7.10M (1.22%) -37.15K
Decreased by -0.52%
Mar 31, 25
11 SPDR® S&P 500® ETF 7.08M (1.22%) 87.03K
Increased by +1.23%
Aug 31, 25
12 State Street® SPDR® S&P 500® ETF 7.08M (1.22%) 7.50K
Increased by +0.11%
May 31, 26
13 SPDR® S&P 500 ETF Trust 6.92M (1.19%) 15.66K
Increased by +0.23%
Apr 30, 24
14 Fidelity® 500 Index 6.82M (1.17%) 43.41K
Increased by +0.64%
Nov 30, 23
15 American Funds Invmt Co of Amer A 6.67M (1.15%) 2.95M
Increased by +44.19%
Mar 31, 26
16 Capital Group Investment Co of Amer Comp 6.67M (1.15%) 2.95M
Increased by +44.19%
Mar 31, 26
17 American Funds Growth Fund of Amer A 5.81M (1.00%) -869.76K
Decreased by -14.98%
Mar 31, 26
18 Capital Group Growth Fnd of Amer Comp 5.81M (1.00%) -869.76K
Decreased by -14.98%
Mar 31, 26
19 Vanguard Value Index Inv 5.43M (0.93%) 15.64K
Increased by +0.29%
Apr 30, 26
20 American Funds American Balanced A 4.98M (0.86%) 2.15M
Increased by +43.24%
Mar 31, 26